>> panetta's comments about the military, why are so many top generals ethically challenged? i will say this, i'm looking at stocks that have the potential to be able to stabilize here as they did during the debt ceiling, these are domestic companies with a really good yield, good companies that benefit from decline in commodity costs that's going on worldwide. >> the short interest is not abnormally high. >> we don't have a cushion. because a lot of hedge funds, by the way, a lot of hedge funds are trying to lock in their gains right now because they felt they didn't do it fast enough last year. hedge funds trying to sell stocks because of the fiscal cliff. you get a reversal of fiscal cliff, they both reverse and we go back on this growth track, i hope washington knows this is at stake. i don't think they do yet. >> jim, we'll join you tonight. we'll get philly fed at the top of the hour. and we'll talk to rich bernstein, former merrill guy, a guy talking about making money in spite of all these fiscal worries. [ female announcer ] e-trade technology can help make you a bet